Contact Rahul
Independent Financial Advisor

Rahul Jain is an Independent Financial Advisor. An alumnus of NMIMS, Mumbai (MBA Finance), he is an experienced investment advisory & wealth management professional as well as banking consultant with 7+ years of experience in this sector.

He has worked at institutions like Yes Bank (Program Manager), ICICI Bank and also worked as Consultant in BFSI for Ernst & Young (EY).

Rahul specializes in Wealth Management, Mutual fund Advisory, Comprehensive Financial Planning, Tax Planning, Insurance and Goal based Planning (including retirement planning).

Rahul practices with both fee-only and commission based models, depending on the client's preference. The number of clients mentioned below are for his fee-only advisory service.

Education: MBA (Finance), B.Tech
Investment advisor since: 2018 (1+ years)
Consultancy Fee : Rs 15000/year
Number of clients: 50+
City: Udaipur
Advisor will contact you on this mobile number. Number will not be shared with anyone else
Your email is kept confidential and not shared with others.